Transcription of Financial Illustration - PPOL
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Financial Illustration - PPOL
Financial Illustration Prepared for: Mrs Anne Client Prepared by: Independent Financial Adviser PPOL Penylan Mill Coed-y-Go Oswestry Shropshire SY10 9AF {{TOC}} Projected Benefits Comparison This Illustration compares the current pension plan(s) with the fund value that could be available at the projected age with a switch to a new pension plan. The figures below compare the estimated maturity value of the current plan(s) with the fund value that could be provided if switched to the proposed new plan. Any transfer value(s) of the ceding scheme(s) takes account of any penalties or other charges applied as a result of a transfer. Ceding Scheme v Proposed Scheme Basic Information Current Age 43 Projected Age 65 Increase Regular Contributions No Annuity Rate pa at Projected Age Annuity Basis Joint Lives Level On death of the first life the surviving spouse would receive payments of 50% of the full annuity.
In Future Money Terms: Friends Life PPP FL32623P £79590 £132115 £223713 Aviva Platform PPP £81063 £133828 £225581 Comparison Difference in …
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